Consider this your personal invitation.
Hazel is the AI platform that lets you grow your firm, while offering best-in-class advisory services to clients.
When your whole team operates at its best, clients benefit and so does your firm
Treat every client like a VIP
Expand your AUM by offering everyone the full-service advice you’d give to your highest net-worth clients.
Scale your client base, not your headcount
Give time back to your advisors, allowing them to build relationships with more clients and offer higher-quality services.
Partner with clients for life
Create immediate, long-lasting trust with clients by connecting your advisors with the right details, right when they matter.
Hazel understands your business, knows your clients, and empowers your advisors
Hazel anticipates your clients’ needs and acts on them, so your firm is always a step ahead, and your team's energy goes toward advice, not administration.
Let the results speak for themselves
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"Hazel's changed the way we show up for clients. Meeting prep is faster, and the follow-up is sharper. We've now got our entire team using Hazel daily."
"Hazel lets us go deeper with every client. We can instantly investigate dozens of tax and financial scenarios that would have taken an advisor hours, letting us offer better advice to more clients."
"Hazel solves the small, tedious tasks that accumulate and bog down advisors and operations teams. That’s hours back every week that go straight to clients."
"We used to have six steps just to log a client meeting. Hazel cut that in half."
“I uploaded a tax return into Hazel today. In minutes, it found $16,000 in tax savings."
This testimonial may not represent the experience of others and it is not a guarantee of results. This testimonial was given by a current client. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. Individual results will vary.
Your firm is nuanced, and so is Hazel
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Specialist workforce
Add the agents your firm needs and allocate them across your team to get the capabilities you'd otherwise hire or outsource for, without the overhead.
Custom modes
Configure Hazel for every type of client interaction, based on your firm standards, so every advisor shows up the right way every time.
Intelligent client profiles
Deliver advice based on every client’s complete history, so they always feel known and not managed.
Performance insights
See how every advisor performs, spot what your top people do differently, and coach the rest to match.
Roles & permissions
Control who can see and do what, so growing the team never means growing the risk.
AI-driven.
Advisor-proven.
$625k+Advisor time value
1500+Advisors actively using Hazel
20+Hours saved every month
Based on Hazel user surveys and product data, 2026. With Admin AI and Tax Planning, advisors save an average of 20 hours per month (5 hours per week), using a blended $100/hour rate for dollar figures. Time savings require the use of both products. The $625k+ capacity figure assumes a firm with 25 advisors. Individual results will vary.
Improve your advisors’ day-to-day, the Hazel way
The old way
Time-with-clients and plan-building figures are Kitces Research industry averages (2024). The 47% figure also includes Hazel user survey data. Individual results may vary.
The Hazel way
Built for every role in your firm
Paraplanning and Admin
Your supporting players will spend less time playing catch-up on forms, data entry, and note-taking, and more time keeping your clients happy and your firm running smoothly.
Operations
Your ops team sees where the business is humming and where it's stuck, before small issues become big problems. Hazel keeps every process in view and every output reviewable, so nothing slips and your firm stays in control.
We protect and respect your data
Hazel offers the same rigorous security features, encryption, and privacy controls as Altruist, with a pledge to never use your data in any way you don’t expressly permit.
AI-led where it helps.
Human-led where it matters.
Always a step ahead
Hazel is already working before your advisors start their day, lining up what comes next. It surfaces opportunities before your clients ask and gives your advisors the complete picture so they can have better conversations with clients.
Every decision stays human
Hazel drafts client communications and lays out recommendations, but every decision rests with your advisors. Your client connects with a person they trust, and nothing reaches them without a human’s approval.
